does my taxes both personal and business. He is detailed and…read morehas great knowledge. I would reccomend his service to everyone.

I had an issue come up with a previous tax return so I came back to Gerardo. He was able to assist…read moreme quickly. Yes, he's not great at picking up the phone but making an appointment thru the website and meeting is the most efficient way in getting a response. Thanks Gerardo! For your help over the years.

My wife and I are so grateful to have Sam Dodin and the Excel Team carefully preparing our tax…read morereturns each year. Sam & her team are so thourough and ensure no stone is unturned in order to provide the best possible outcome for us. We are so thankful for the work and effort they provide. Thank you Excel Team!! James & Kathleen

Sam (CPA who prepared my return) and Stan (office manager) did a fantastic job handling my and my…read moreparent's taxes this year, which were both more complex than usual. Communication was excellent ... quick, clear, and at just the right level. Most of my questions were answered quickly through their portal or via a quick call. Their portal is easy to use & efficient. I liked that I could actually see how each document was used, with markers showing exactly where numbers were pulled from in the PDFs. Their fee was reasonable, and I believe I more than made that back through their expertise. They caught items that my previous tax preparer missed, which made a real difference. If your taxes involve more than just basic W-2s or 1099s, I highly recommend working with a knowledgeable CPA like Sam. She and Stan are both great to work with. ------------ NOTE: This review is entirely my own and written solely at my own initiative. No one asked or incentivized me to write it, and I have no prior relationship. I wrote it myself from scratch, and I did not use any artificial intelligence tools to write or edit it.

Good service, but sometimes they forget to return calls. Price is comparable to other services. I…read morewish they would do more things via email so I wouldn't have to go into the office. I'm very busy and prefer to do everything electronically

Very helpful personal service in both English and Spanish. Free parking and competitive rates. I…read moreasked Ileana Islas about the previous bad review and she said that the lady wasn't even her customer!

Will and Andrea are responsive and available and work hard with excellent turn around times. It is…read moresimply an easy and painless process with great results, but only if you make sure to give them everything. A question that could have easily been asked given my corporate job and tenure was: 'do you have any restricted stock units'. This ended up being one reason that I had to owe back taxes. When I expressed the bummer to Will, he simply said 'your documents were filed correctly and here is how it is correct' when I told him I don't expect to fix it, it's just a bummer and the only help he could provide was to acknowledge that, he responded the same way, with no empathy for this huge bill I am looking at. Will and Andrea are excellent if you plan to be your best advocate, and want fast turnarounds with great results, but only if you make sure to give them everything.

I have been a client of Martensen Tax for several years. Every year, Will and Andrea make the…read moreprocess of doing taxes quick and easy. They contact you at the beginning of the year to make sure you don't forget you need an appointment, and then they stay with you, making sure that you do not file late. Andrea is great about reminding us that we need to send in our documents and making appointments. Will has our taxes ready before our meeting and is diligent about finding deductions that we may not have thought of. I enjoy working with them because they take the stress out of doing taxes.

Nina is amazing, she was very attentive throughout the tax filing process. She was very diligent…read moreabout checking different sources to ensure all documents are getting accounted for. Her communication and transparency for each step helped put me at ease, and she has so much empathy that I felt cared for and not just a client. You're not just a client to her and for me, that already adds so much value to the amount you pay for the services she provides. She was also the only one with affordable rates after I reached out to different preparers, I look forward to working with Nina in the future!

I would just like to say that Nina was exceptional and that she was super nice and I really…read moreappreciate her, she got my taxes done in a timely manner. Thank you so much for your kindness and your patience. I would highly recommend her to anyone.

!!! I WILL NEVER RECOMMEND THIS PLACE ANYONE !!!…read more I have been using this company service over 12 years, HOWEVER, for the first time I am disappointed for the company 's high charge. The day before we did appointment for my friend, over the phone we explained that my friend has w2 and 1099 form, and asked estimated price, On the phone he gave us $200-250 for all. My friend went today, she started process do doubt about Unexpected fial service fee. Because my friend went there with my recommendation, also trusted the guy who made appointment. My friend shocked see the $620 TAX FEE at the end. The asked about phone confirmation price, lady who doing tax made some excuse and slip away from topic. My friend shocked condition ended up paying tax fee with last money from credit card. Please be careful, do not let system take advantage from you and from your relatives, friend whom you also recommend Taxpros service. I am sharing my friend's experience, NOW who read this review got lessons.

The business is welcoming, friendly and professional. My preparer was kind, courteous and…read moreknowledgeable. Will definitely use them next year.

I switched to Prescott Tax & Wealth Management after many years with my previous team, and I've…read morebeen really happy with the move. They've been thorough, super responsive, and clearly know what they're doing when it comes to both business and personal tax returns. One of the first things they did was review my prior tax return, catch mistakes, and save me around $3,000. They also pointed out tax planning opportunities that had never been brought up before, which was a big eye-opener. I also appreciate that they think beyond just filing returns. They referred me to an estate planning attorney who was a great fit for my situation, which showed me they really care about the bigger picture. Everyone has been friendly, professional, and easy to work with. I've already referred two people to them and definitely see them as a long-term partner. I'm also considering using them for full-service wealth management.

I use the services of Prescott Tax and Wealth Management both personally and for support of our…read morenonprofit investments. They provide great financial investment and tax advise. in the event of my passing, they are also designated in our family trust to direct the financial support of my family. These are people who look out for you, and whom you can trust.

Mary was wonderful. She got our taxes done with no drama and with personalized attention. Highly…read morerecommended.

Mary seemed great over the phone. We had great conversation and decided to meet a local coffee…read moreshop. She asked me to upload previous tax returns to her Dropbox before our meeting, didn't think much of it. Fast forward to the day of our meeting, no show from Mary. She hasn't answered my phone calls or text messages. Very unprofessional and would not recommend. To edit, this is for my daughter Alix. She doesn't use yelp but I do. Mary is trying to defend herself but still hasn't reached out to my daughter about today's no show.

Kim was extremely rude throughout the call…read more I was calling, based on a referral from a trusted colleague, to gather information on my options regarding my property situation. Whether I am a client or not, I should not receive comments that are short and feel derogatory. Kim needs to learn to be more patient because your potential clients may not have a CPA or familiarity with tax law.

Kim was incredible! After working with our CPA for years we ran into an issue with a business name…read morechange which left us with a potential withholding from IRS of 10s of thousands of $. Our CPA couldn't figure out what the problem was. We engaged Kim's services hoping that she could figure this out. She was able to drill down on details that had been over looked and correct then with the IRS. She quite frankly kept our business going by figuring this out and saved our business from huge penalties. After this we moved all of our tax preparation & annual planning over to her both personal& business. Where she again caught a huge error on our personal property taxes made by our county...and we live in Texas! She also met with our financial planner and had him check into a few options for retirement for us not previously done...to which he came back and said she was correct and we made changes there as well which is setting us up more adequately for the future. She is amazing, thorough, direct & to the point. I appreciate how straightforward she is, I simply don't have time for long discussions and she keeps things thorough but brief. I saw a prior post about her not answering many questions for a potential client, honestly her time is $ and she's worth every penny and then some. It makes perfect sense to not hand out free tax input when it's your business. My advice is engaged her services and be patient, you will thank yourself in the end as we are now!

Short Story: YES! GO HERE!!! OWNER IS AN EVERYDAY HERO. Long Story: While traveling through the…read morearea last weekend I had true emergency need for a notary and overnight mail. I went to not one but TWO nearby competitors who could NOT help me... and then, Mission Wrap & Mail to the rescue! Friendly, Helpful, Professional, Fair Price, Open Saturday... and above all... there when I needed them. I am thrilled to report my emergency need was met and problem was solved AS A DIRECT RESULT of having found Mission Wrap & Mail... had I not found this place and this solution, my deadline would have missed and I and my family might have suffered a significant hurt as a result.

Excellent service and super great pricing. I definitely recommend. They have great deals on P.O…read more Boxes also